Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 8.41K | $2.84M |
 Keurig Dr Pepper Inc. | KDP | 8.54K | $279.54K |
 Tortoise Energy Infrastructure Corporation | TYG | 8.61K | $369.11K |
 Sysco Corporation | SYY | 8.64K | $721.93K |
 Bank OZK | OZK | 8.75K | $455.74K |
 CVS Health Corp. | CVS | 8.78K | $908.55K |
 First Horizon Corporation | FHN | 8.83K | $226.43K |
 Occidental Petroleum Corporation | OXY | 8.85K | $429.76K |
 The Southern Company | SO | 8.9K | $852.03K |
 Macy's, Inc. | M | 8.94K | $210.56K |
 CF Industries Holdings, Inc. | CF | 8.97K | $971.38K |
 Paylocity Holding Corporation | PCTY | 9.09K | $950.3K |
 Brookfield Corporation | BN | 9.12K | $388.21K |
 Space Exploration Technologies Corp. | SPCX | 9.12K | $1.56M |
 Zions Bancorporation, National Association | ZION | 9.32K | $645.13K |
 O'Reilly Automotive, Inc. | ORLY | 9.34K | $859.68K |
 Best Buy Co., Inc. | BBY | 9.34K | $708.77K |
 Affirm Holdings, Inc. | AFRM | 9.48K | $773.17K |
 Target Corporation | TGT | 9.51K | $1.24M |
 Costco Wholesale Corporation | COST | 9.53K | $8.92M |